See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,511 | $167,484+108.1% | $151,611+129.9% | $134,475+159.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.02% | 7.80%-23.8pp | 3.33%-19.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,241 | $6,829-67.2% | $6,166-63.6% | $4,740-52.7% |
| Participant deferral / active EE | $18,000 | $8,986+100.3% | $8,363+115.2% | $6,400+181.3% |
| Admin fee / account holder | $33 | $13,783-99.8% | $11,616-99.7% | $11,426-99.7% |